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Road Map for Forms Help

Office 2007

Outlook offers opportunities for users of different levels to customize forms. For example, entry-level users can use the Forms Designer to modify a default form template for a selected item type to add new controls and bind them to standard or custom fields. Intermediate users can use the Forms Designer to create a simple custom form for a custom message class. Developer users can design an add-in to program a powerful form solution. Depending on whether a form is intended for personal use or more general distribution, users and administrators can deploy forms of any level of complexity to a single client or a wider customer base.

Help for Entry to Intermediate Level

Information for Outlook forms is organized according to the complexity of customization. There is entry to intermediate level help that describes designing forms primarily with the Forms Designer without involving any script or add-in. Such help includes:

  • Designing solutions using views on a folder
  • Default form for a folder
  • Designing solutions using forms
  • The forms cache
  • Using the Outlook Forms Designer to customize forms
  • Default forms for different types of Outlook items
  • Using custom fields
  • Using controls in the Control Toolbox

Note that to access entry to intermediate help, ensure that you are accessing the Developer Reference content from Office Online, and not the content on your computer. Accessing help online is the default setting. However, to verify that you are using this default setting:

  1. In Outlook, click F1 to open Outlook help.
  2. In the Outlook Help dialog box, click the drop-down arrow next to Search.
  3. Make sure that under Content from Office Online, Developer Reference is selected. If Developer Reference under Content from this Computer has been selected, and if your computer is connected to the Internet, then select Developer Reference under Content from Office Online to access this help.

After you have opened the Outlook Developer help, proceed as follows to look for more help on forms in the Developer Reference:

  1. If the Table of Contents is not already displayed, click the Show Table of Contents button.
  2. In the Table of Contents, click Concepts.
  3. Click Forms.

You can also search for help for specific forms features in the Outlook Help dialog box.

Help for Programming Forms

More advanced-level help in designing and programming form solutions is also available in the Developer Reference that is installed by default on your computer, as well as on Office Online. You do not necessarily have to connect to the Internet to access the help. However, just like accessing help in general for Office applications, by connecting to Office Online, you will be able to obtain the most up-to-date help for programming forms.

To verify that you are accessing the Developer Reference, do the following:

  1. In the Outlook Help dialog box, click the drop-down arrow next to Search.
  2. To access content from Office Online, make sure that Developer Reference under Content from Office Online is selected.
  3. Alternatively, to access content that has been installed on the local computer, make sure that Developer Reference under Content from this Computer is selected.

Basic concepts to extend forms such as the following are available in the section Custom Form Basics:

  • Relating a default form with a message class
  • Outlook fields and corresponding properties
  • Binding controls to fields
  • Using the Script Editor, object browser, and Visual Basic Scripting Edition (VBScript) to program forms
  • Using the Outlook object model to program forms in the Script Editor
  • Sample programming tasks that use VBScript to manipulate controls

If you move up one notch to customize forms using form regions, you can look for help in the section Customizing Forms with Form Regions. This section includes information about the following:

  • Introduction to form regions
  • Procedure for creating a custom form with a form region
  • Walkthrough for creating a sample form with a form region
  • Extending a form region with an add-in
  • Comparing customizing forms with form pages and with form regions

Help for Deploying Forms

For administrative issues related to deploying forms, see the Office Resource Kit Web site.

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